IA
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Invested Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Invested Advisors’s Portfolio TFLO Stock Details TFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Sell
6,778
-3,610
-35% -$183K 0.3% 93
2026
Q1 		$526K Buy
10,388
+389
+4% +$19.7K 0.53% 49
2025
Q4 		$505K Buy
+9,999
New +$505K 0.52% 53

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Invested Advisors's TFLO Position: Q2 2026 in Review

Invested Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 35% in Q2 2026, selling an estimated $183K and leaving 6,778 shares worth $343K. The position accounts for 0.3% of the portfolio, ranked #93.

Invested Advisors first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q1 2026. 232 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Invested Advisors held 6,778 shares of iShares Treasury Floating Rate Bond ETF worth $343K as of Q2 2026.
  • Invested Advisors sold 3,610 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares Treasury Floating Rate Bond ETF made up 0.3% of Invested Advisors's portfolio in Q2 2026, its #93 holding.
  • Invested Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Invested Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $526K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.